In our business, like any other, there are lots of industry-specific words and jargon. So part of our job is to help explain this kind of insider lingo. Two such terms that pertain to IRAs and…
Over the past few weeks, we’ve had several conversations that made us realize something – retirement and identity are inextricably linked. What we do is so much a part of who we are, so retirement is…
How do you think about taxes? I know – you try not to, right? Well, when it comes to where we park our money, it’s good to consider the tax ramifications. It turns out, people in…
We meet with a lot of people and out of the 500-600 people we’ve met with over the past 7 years, we can count on one hand the few who didn’t want to leave anything behind…
RMDs are Required Minimum Distributions. These are required distributions from annuities like IRAs, 401(k), 403(b), or a 537. Do you remember the movie Indiana Jones and the Last Crusade? There is a scene where Indy is…
Previously, we explored the risks inherent in carrying a pension plan, and some of your payout options. Now, we’re going to explore, in more detail, some specific payout strategies we’ve helped clients with. Pension Max is…
Most people go decades waiting for the moment when they get to blow out the candles on their retirement cake, turn their pension on and ride off into the sunset. But hold your horses there, cowboy!…
We often joke to people that we would be able to work in a corporate environment for a while, but that employment would quickly come to an end when we got our annual reviews. Needless to…
We came across this parable recently that illustrated the mindset necessary if you want to go down the Uncommon Path that leads to an Uncommon Life. There are three bricklayers on a job site. A man…
It’s all about timing. Investment involves risk. One category that does not get talked about often is what is called the sequence of return risk. The nutshell version is this: the risk of receiving lower or…
There are so many different ways to invest. When we talk about investments, it’s not just stocks, bonds, and mutual funds, although those can be a part of the picture, but not the whole picture if…
Your Uncommon Life needs a bankroll. This starts with establishing a budget. Previously, we walked through some specific steps to establish a household budget. It takes a little time and effort, but it gives you some…
